Formerly Reliance Junior BeES FoF Reg DR
Neutral
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Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
60 Cr. Small within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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Scheme Information
The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Nippon India ETF Junior BeES by investing in units of Nippon India ETF Junior BeES. However,there can be no assurance or guarantee that the investment objective of the Scheme will be achieved
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
0.28 %
Expense Ratio
Mar 08, 2019
Launched (2y ago)
₹ 60
AUM in Crores
INF204KB1X09
ISIN
No Lock-in
Lock-in
IISL Nifty Next 50 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 190,624 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 87 equity,369 debt and 34 hybrid funds.
Liquid
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₹ 19,337 Cr
Fund Size
5.9%
3Y returns
Mid Cap
Recommended
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₹ 8,153 Cr
Fund Size
12.5%
3Y returns
Liquid
Top Ranked
₹ 19,337 Cr
Fund Size
5.1%
3Y returns
Mid Cap
Top Ranked
₹ 8,153 Cr
Fund Size
11.2%
3Y returns
Liquid
Top Ranked
₹ 19,337 Cr
Fund Size
3.8%
3Y returns
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Nippon India Junior BeES FoF fund (DR-A) is a large cap equity fund and has delivered an annualised return of 13.6% over a period of 2 years .The fund was previously known as Reliance Junior BeES FoF Reg DR.The fund is managed by Nippon Life India Asset Management Ltd.The fund manager’s name is Mehul Dama.
The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Nippon India ETF Junior BeES by investing in units of Nippon India ETF Junior BeES. However,there can be no assurance or guarantee that the investment objective of the Scheme will be achieved However, there is no assurance that the objective of the scheme will be realized.
The Nippon India Junior BeES FoF fund (DR-A) fund was launched on Mar 08, 2019. The NAV (Net Asset Value) of this large cap equity as of 2021-03-05 is ₹ 12.9022. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 59.607. The category risk of the Nippon India Junior BeES FoF fund (DR-A) fund is Very High Risk. The fund charges 0.28 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 100.0% in this asset class. The top three holdings of the fund are nippon india etf junior bees,net current assets and triparty repo
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Next 50 TR INR
Nippon India Junior BeES FoF fund (DR-A) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Junior BeES FoF fund (DR-A) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.